Baby Boomers Baby Boomers You grew up in a generation that discovered and celebrated personal individuality so why should your investment management and retirement planning be any different? Our firm will take the time to discover and uncover who you are and what you want to do with the fun half of your life. All of our plans and portfolios are designed and managed by us personally. We don’t utilize third parties or middlemen and we don’t try to make your financial future conform to a simplistic cookie cutter or “rule of thumb” plan. We take the time and do the work to make it about you.